The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ASCENA RETAIL GROUP INC Common Stock 04351G101 91,314 14,751,920 SH   SOLE   14,751,920 0 0
BIG 5 SPORTING GOODS CORP Common Stock 08915P101 14,747 849,993 SH   SOLE   849,993 0 0
BUILDERS FIRSTSOURCE INC Common Stock 12008R107 94,096 8,577,599 SH   SOLE   8,577,599 0 0
CIVITAS SOLUTIONS INC Common Stock 17887R102 31,432 1,579,513 SH   SOLE   1,579,513 0 0
COMPUTER PROGRAMS & SYSTEMS Common Stock 205306103 32,548 1,379,151 SH   SOLE   1,379,151 0 0
EXPRESS INC Common Stock 30219E103 446 41,430 SH   SOLE   41,430 0 0
HEIDRICK & STRUGGLES INTL Common Stock 422819102 6,666 276,009 SH   SOLE   276,009 0 0
REPUBLIC BANCORP INC-CLASS A Common Stock 760281204 6,165 155,930 SH   SOLE   155,930 0 0
UNIVERSAL TECHNICAL INSTITUT Common Stock 913915104 10,278 3,531,983 SH   SOLE   3,531,983 0 0